Customer Information on Transport setup

This page documents the procedure for testing the configuration and behavior of Customer Information setup within the Transport module. This feature allows companies to define important informational messages to be displayed to customers during the booking and ticketing process.

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📌 Purpose

To verify that customer information rules can be:

• Created with the proper data fields

• Validated correctly

• Edited and deleted

• Filtered by brand

• Displayed appropriately during the transport booking flow

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🗺️ Navigation Steps

1. Access Transport Module

• Go to Transport > Transports - A list of all defined transports for the company is displayed.

2. Open Destination Configuration

• Click on the transport destination you wish to configure - The edit page for that destination is shown.

3. Go to Passenger Information

• Click on the Passenger Information tab.

• Expected Result:

  • A list of existing customer information rules is displayed (or a message stating "There are no entries to show").

  • Each rule includes Edit and Delete options.

  • Sorting is enabled (latest entries appear on top).

  • Pagination supports 25 entries per page.

  • A "Default text" tab is shown for brands using Use custom text.

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➕ Creating a New Rule

4. Click "Create"

• Opens a form for defining a new customer information rule.

• Includes Save and Cancel buttons.

5. Complete the Form Fields

Field	Description
From / To (Departure Interval)	Required date fields for when the message applies.
From / To (Booking Interval)	Optional date fields to restrict the message based on booking date.
Information for Customer on Ticket	Text field (opens in pop-up) to display information to the customer on the ticket, web, or booking confirmation.
Acknowledge	Checkbox with info tooltip: “If checked, the guest must acknowledge this info (during checkout and booking flow).”

Validation Rules:

• "To" date must be greater than "From" date.

• Overlapping rules are validated differently based on the presence of a booking interval:

  • Rules without booking intervals are only validated against similar rules.

  • Rules with booking intervals are validated against each other.

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💾 Saving and Cancelling

6. Click "Save"

• Expected Result:

  • Entry is saved successfully, confirmation message displayed.

  • If validation fails, an error message is shown.

7. Click "Cancel"

• Expected Result: Form closes, entry is not saved.

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✏️ Editing and Deleting Entries

8. Edit an Entry

• Action: Click "Edit" on a listed rule.

• Expected Result: All fields become editable.

9. Delete an Entry

• Action: Click "Delete" > Confirm in pop-up.

• Expected Result: Entry is removed; success message displayed.

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🏷️ Brand-Specific Customization

10. Customize for Specific Brand

• Action: Go to the tab labeled with the desired brand name.

  • Click Edit on an entry.

  • Modify only the Information for customer on ticket.

  • Click Save.

• Expected Result: Custom message is saved for that specific brand only.

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📎 Notes

• Each rule can be tied to a specific time interval for both departure and booking.

• Acknowledgment ensures that the customer explicitly agrees to the displayed information.

• Default text rules serve as a fallback when custom brand text is not configured.